CoreData: paraplanners and DFMs RDR winners
Paraplanners and discretionary fund managers will be the primary beneficiaries of increased outsourcing among advisers, research suggests.
Advisers’ influence hit by outsourcing: Coredata
Adviser Choice: 2013, RDR and Beyond, has revealed that the number of advisers fully outsourcing to a discretionary fund manager had risen by 63 per cent compared to the same period last year.
The Future of Online Lending
Today’s market of online lending business in the UK is facing an explosive rise. In this article, we study this situation to discover that it reflects an emerging global trend.
Coredata: Fifth of HNWs say advisers ‘over-engineer’ advice
Half of high net worth investors agree that financial advisers are experts in their field and 70 per cent would recommend their adviser to their fellow investors, data from CoreData has revealed.